RBC Wealth Management financial advisors recognized in the inaugural InvestmentNews “$100M Club: Top Female Advisors” ranking

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MINNEAPOLIS (September 9, 2025) — RBC Wealth Management–U.S., one of the nation’s largest full-service wealth management firms, announced that 32 financial advisors were named to the InvestmentNews “$100M Club: Top Female Advisors” list for 2025.

The inaugural award recognizes top women financial advisors at national, independent, regional and bank broker-dealers from across the country with a minimum of $100 million in assets under management. The ranking is based on professional credentials, advisor compliance records, firm recognition and client assets.

“We’re proud to see our advisors recognized on this inaugural ranking,” said Michael Armstrong, CEO of RBC Wealth Management. “This recognition reflects their leadership, dedication and the meaningful impact they make for clients every day.”

The complete list of RBC Wealth Management’s “Top $100M Club: Top Female Advisors”:

  • Jordan Bastien, Philadelphia, PA
  • Gabrielle Clemens, Boston, MA
  • Beth Dale, Atlanta, GA
  • Hilary Doherty, Kirkland, WA
  • Linda Donovan, Houston, TX
  • Rebecca Glasgow, Atlanta, GA
  • Jackie Hall, Lake Oswego, OR
  • Nikki Haskins, Albany, NY
  • Susan Hovanec, Washington, D.C.
  • Darla Kashian, Minneapolis, MN
  • Lisa Knutson, Green Bay, WI
  • Heather Krause, Seattle, WA
  • Tania Kvakic, Phoenix, AZ
  • Eden Lopez, New York, NY
  • Courtney Mahoney, Providence, RI
  • Cynthia McHugh, Westlake, OH

  • Brynn Morris, Leawood, KS
  • Katie Mueller, Billings, MT
  • Beth Norman, Madison, WI
  • Christian Ofner, Denver, CO
  • Margarita Perry, Greenbrae, CA
  • Valerie Ramo, Palm Beach Gardens, FL
  • Beth Rosenwald, Baltimore, MD
  • Leslie Schwartz, New York, NY
  • Reva Shakkottai, Los Angeles, CA
  • Teresa Soppet, Palos Heights, IL
  • Paula Steinberg, New York, NY
  • Kylie Strum, Rochester, MN
  • Amy Sturtevant, Washington, D.C.
  • Kristie Svejda, Leawood, KS
  • Gina Thompson, New York, NY
  • Nora Yousif, South Easton, MA

About RBC Wealth Management–U.S.

RBC Wealth Management is a leading financial services company in the United States, delivering trusted advice and world-class wealth solutions to individuals, families and businesses. With 195 offices across 42 states, RBC Wealth Management supports the complex needs of high-net-worth clients through customized wealth planning, investment management, retirement planning and more. As part of RBC, a diversified global financial institution and one of the world’s largest banks based on market capitalization, RBC Wealth Management offers the scale, resources and expertise to help clients achieve their financial goals. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.

Media contact

Riham Feshir, RBC Wealth Management, 952-529-6256, riham.feshir@rbc.com 

The 2025 InvestmentNews “$100M Club: Top Female Advisors” award was announced September 2025. To be eligible, nominees had to be female advisors with a minimum of $100 million in individual assets under management as of 12/31/2024. All nominee information was verified by their compliance teams before acceptance. Final rankings were determined by a weighted formula based on overall AUM, AUM growth, and client growth between 1/1/2024 and 12/31/2024. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not elevate the quality of services provided to clients and is not indicative of the advisor’s future performance.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.